Customer Statement of Account automatic send

cieTrade supports setting up and automatically sending customers an as of Statement of Account which lists all of their open invoices, the amount paid against invoices, and the running open AR amount due. 

Please note:

- This feature will not be accurate if you keep AR outside of cieTrade and are not currently using the manual payment tracker. 

- If you do not have an email template set up for sending the Statement of Account to your customers yet, you will want to do that before taking the below steps. Here is a help file on how to create those. 

To set this feature up:

1. From the left hand menu, click Accounts> Counterparty

2. Click on the Counterparty you want to set this up for and click Edit

3. Click on the Billing & Payments tab and check off  'Account Statement' to enable the feature. 

4. Click on the frequency drop down to set how often you want to send this statement. 

- If you select Weekly, a drop down for which day of the week will appear.

- If you select Monthly, a free form field will appear for you to enter the date of each month you want to send it, for example the 3rd of each month. 

5. Click on the template drop down to select which preformatted email body you would like to send. 

6. The recipient drop down will allow you to select a single contact that is associated with this counterparty to send the email to. Currently you are only able to choose one contact. The Internal CC is the last field and is typeable, so you may enter an additional recipient. NOTE: on the email template itself you can enter CC, BCC for internal users as well. 

7. Once you have set everything up, the email icon will show as black. This means you can send yourself (the logged in user email address) a sample of the statement:

If you have additional questions, please contact the Support Team via email to support@cietrade.net.